Sarah Stanley Fallaw's Blog
April 9, 2026
Ten Years Working With Leading-Edge Firms
Ten years ago, we officially launched our platform at the XYPN 2016 conference in San Diego. If you were there, you remember the big tent! At the time, there were […]
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December 19, 2025
A Year in Review: 2025 Edition
In the annals of DataPoints, 2025 was a year of change and growth. We refined our products and company around providing the best behavioral assessments to the financial services industry. […]
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June 24, 2025
The Tendency of Clients To Experience Worry
Some Clients Feel Fear, Anxiety, and Worry More Than Others The tendency to feel worry, fear, and anxiety is normally distributed. Practically, this means that some of your clients will […]
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September 3, 2024
An Update on Trove
When Ashley Quamme and I set out to start Trove, we felt something was missing in the industry. Specifically, we felt like advisors were missing a community that focused on practical advice […]
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August 19, 2024
How to Measure Client Wellness
Why do so many financial planning websites include sailboats and sunsets? The idea behind this is, of course, that sailboats and sunsets may equate to a satisfied retirement or to …
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June 12, 2024
Understanding Investor Psychology and Risk Tolerance
Clients have various characteristics that influence their investment decisions. Many advisors understand that a significant part of the value of working with clients is helping them manage their mindset when …
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July 6, 2023
Why Avoid Personality “Type” Tests
A class of personality tests, known generically as “type indicators,” places clients into one of several categories based on responses to a series of questions and then provides broad descriptions …
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June 13, 2023
Finding The Next Millionaire Next Door In The Data
Personality tests help individuals understand how their unique behavioral traits and tendencies relate to their saving, spending, and investing patterns. General personality factors, like those included in the so-called “Big …
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December 20, 2022
Clarity for a New Year
With the year almost in the rearview mirror, I wanted to share with you what you can expect from DataPoints in the new year. Our team is focused on providing …
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November 24, 2022
A Gratitude Exploration Guide for Thanksgiving
Explore Gratitude Our financial psychology is shaped by life events. Exploring past experiences can help us understand how we react and feel today. Use the questions below to explore the way you feel and express gratitude. Think about a time you felt an overwhelming amount of gratefulness. What were you grateful for, and how did …
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